Portfolio Charts

Find a portfolio to love

Menu

Skip to content
  • Portfolios
  • Charts
  • Assets
  • Insights
  • Members

Charts

Good decisions require good data, but sometimes an image can communicate complex ideas far more clearly than a mountain of raw numbers. From the full range of historical accumulation paths to the worst-case retirement withdrawal rates, these interactive charts allow you to study any asset allocation from many different perspectives.

/// Instructions, Sources, & Methodology ///

Interactive Charts


Portfolio Charts interactive charts

Member Perk: Create all charts on one page with the Dashboard

Annual Returns

Annual Returns

Drawdowns

Drawdowns

Equalizer

Equalizer

Financial Independence

Financial Independence

Heat Map

Heat Map

Long Term Returns

Long Term Returns

Portfolio Growth

Portfolio Growth

Retirement Spending

Retirement Spending

Rolling Returns

Rolling Returns

Savings Rates

Savings Rates

Start Date Sensitivity

Start Date Sensitivity

Target Accuracy

Target Accuracy

Withdrawal Rates

Withdrawal Rates

Widgets

Support the Cause


©2025 Portfolio Charts, LLC

Terms of Use /// Privacy Policy /// Contact

 

Loading Comments...